Meet the Team

Put our experienced advisors to work for you.
  • Find a trusted team member near you
  • Develop a tailored plan to meet your financial goals
  • Expect an ongoing partnership coupled with the latest technology

Our wealth management team listens to you and your goals.

With First Bank Wealth Management, you’ll sleep better knowing you are working with a trusted, long-term partner that’s committed to your success.
Find a seasoned professional that’s ready to keep your personal goals in mind and put your interests first.

First Bank Wealth Management’s team of highly-trained wealth management advisors are ready to put their comprehensive skills to work for you. Trust that our wealth management advisors offer fiduciary financial and investment management advice, that’s backed by proven academic research, to help you achieve your long-term goals.

Carla Jackson

Senior Vice President - Senior Portfolio Manager

Midwest

314-889-1047

Contact Me

Brian Lescar

Vice President - Portfolio Manager

St. Louis

(314) 592-2504

Contact Me

Jason Mattingly

Portfolio Manager Associate

St. Louis

(573) 768-5513

Contact Me

Our First Bank Wealth Management Brokerage Team is here to help put your hard-earned money to work for you. Prepare for the future with solid, long-term financial guidance and investments.

Dan Sutton

Financial Advisor
St. Louis
314-592-2706
Contact Me

Tim Laramie

Financial Advisor
St. Louis
636-689-9989
Contact Me

Greg Gobble

Financial Advisor
St. Louis
314-995-8752
Contact Me

Jerry Ayvazyan

Senior Financial Advisor
Los Angeles
310-887-0120
Contact Me

Fermin Mesina

Senior Financial Advisor
San Diego and Riverside
619-476-3255
Contact Me

Melinda Swartzbaugh

Senior Financial Advisor
Orange County
949-475-6310
Contact Me

Graham Wright

Financial Advisor
Northern California
925-287-2330
Contact Me

David Soh

Financial Advisor
Los Angeles
626-407-0282
Contact Me

Roger Weismiller

Financial Advisor
St. Louis
(314) 995-8704
Contact Me
Cynthia Rich
Financial Advisor
Long Beach, CA
562-512-9884
Contact Me

Your employees are a vital component of your organization and deserve a secure retirement plan that’s designed to help them reach their goals. Our Employee Benefits Team provides and oversees stable wealth building solutions to help your employees prepare for what’s next.

Sheila Hester

Director, Employee Benefits and Trust Administration

314-889-1079

Contact Me

Amy Avelar

Vice President, Senior Trust Officer

949-476-3255

Contact Me

Jill Bastian

Vice President, Wealth Associate

618-641-2114

Contact Me

Amy Nealy

Vice President, Employee Benefit Trust Officer

314-889-1094

Contact Me

First Bank Wealth Management’s Family Wealth Advisors holistically serve you as well as your wealth portfolio throughout all aspects of your financial journey. This vital team of experienced professionals will direct the ongoing, stellar service you will receive as well as deliver sound wealth advice to you.

Charles Claver

Senior Vice President, Family Wealth Advisor

310-887-0100

Contact Me

Trish Turner

Senior Vice President, Family Wealth Advisor

636-561-2401

Contact Me

Brian Mann

Vice President, Family Wealth Advisor

(805) 563-6453

Contact Me

Chad Miles

Vice President, Family Wealth Advisor

(925) 287-2383

Contact Me

Matt Belfanti

Vice President, Family Wealth Advisor

(949) 691-1808

Contact Me

Andrew Rzonca

Vice President, Family Wealth Advisor

(314) 579-1648

Contact Me

Get in touch with an Advisor

  • First Name is a required field
  • Last Name is a required field
  • Email Address is a required field
  • Please enter a valid email address
  • Phone Number is a required field
  • I'm interested in... is a required field
  • How can we help you? is a required field
Please note this is an unsecure email communication. For your security, please do not include any personal or account information in your email.
  • reCAPTCHA is a required field